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First Trust NYSE Arca Biotechnology Index Fund

256 hedge funds and large institutions have $1.1B invested in First Trust NYSE Arca Biotechnology Index Fund in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 79 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more capital invested

Capital invested by funds: $576M → $1.1B (+$526M)

13% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 30

5% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 79

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less funds holding

Funds holding: 257256 (-1)

0.55% less ownership

Funds ownership: 51.95%51.4% (-0.55%)

Holders
256
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
3.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
83
Reduced
79
Closed
30
Calls
$881K
Puts
Net Calls
+$881K
Net Calls Change
-$3.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
101
Two Sigma Securities
New York
$733K +$514K +3,008 +214%
1SB
102
1ST Source Bank
Indiana
$720K -$342 -2 -0%
AWM
103
Apollon Wealth Management
South Carolina
$702K +$234K +1,371 +48%
MML Investors Services
104
MML Investors Services
Massachusetts
$673K +$28K +164 +4%
FA
105
Flagstar Advisors
New York
$663K +$6.15K +36 +0.9%
AAP
106
Arax Advisory Partners
Colorado
$653K +$48.9K +286 +8%
PAS
107
Park Avenue Securities
New York
$651K +$62.4K +365 +10%
LSPW
108
Lake Street Private Wealth
Illinois
$637K -$88K -515 -12%
CWA
109
Clarus Wealth Advisors
Arizona
$632K -$5.98K -35 -1%
PVI
110
Pine Valley Investments
New Jersey
$604K +$25.6K +150 +4%
PFA
111
Pinnacle Family Advisors
Missouri
$597K +$613K +3,589 New
PA
112
PFG Advisors
Arizona
$595K +$393K +2,301 +180%
MWM
113
Meridian Wealth Management
Kentucky
$581K
RSWM
114
Robertson Stephens Wealth Management
California
$572K +$37.1K +217 +7%
OFS
115
OneAscent Financial Services
Alabama
$570K +$586K +3,430 New
FHC
116
First Heartland Consultants
Missouri
$562K -$32.3K -189 -5%
BlackRock
117
BlackRock
New York
$555K +$89.4K +523 +19%
MQWP
118
Morey & Quinn Wealth Partners
Nebraska
$533K +$548K +3,210 New
OIM
119
Oder Investment Management
California
$533K -$7.18K -42 -1%
WFA
120
WMG Financial Advisors
Tennessee
$518K
LFAS
121
Level Four Advisory Services
Texas
$477K +$17.3K +101 +4%
Creative Planning
122
Creative Planning
Kansas
$475K -$71.9K -421 -13%
P
123
&Partners
Tennessee
$468K -$362K -2,118 -43%
UAG
124
United Advisor Group
Ohio
$459K +$22.7K +133 +5%
WE
125
Wealth Effects
Massachusetts
$456K -$17.1K -100 -4%

FBT Hedge Fund Activity: Q4 2024 in Review

256 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q4 2024, worth a combined $1.1B — up 91% from $576M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FBT positions and 30 closed out — a net gain of 4 holders — while 83 added to existing stakes and 79 trimmed.

The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $5.16M. The largest seller was D.A. Davidson & Co, cutting an estimated $3.94M.

  • 256 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q4 2024, down from 257 in Q3 2024.
  • Funds reported $1.1B of First Trust NYSE Arca Biotechnology Index Fund stock for Q4 2024, up 91% quarter-over-quarter.
  • 34 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q4 2024 and 30 closed out, a net change of +4 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q4 2024 was L.J. Altfest & Co, an estimated $5.16M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q4 2024 was D.A. Davidson & Co, an estimated $3.94M sold.

Based on aggregated 13F filings for Q4 2024.